Produced | Sohu Auto·Car Cafe
Editor | Huang Huizhong
Recently, due to the fluctuation of raw material nickel (Ni) prices and the strong demand in the new energy market, nearly 20 new energy vehicle brands have successively raised the prices of new vehicles, including Tesla, BYD, Wuling, Feifan, Nezha, GAC Aian, Ora, Volkswagen, Jikr, Ford, Weimar, Leapmotor, involving nearly 40 models.
However, in general, there are two ways to increase prices: one is directly explained as the impact of rising raw materials, and the other is to announce price increases on the grounds of increased allocation.
In the upstream raw material market, the prices of battery-grade lithium carbonate, lithium iron phosphate, lithium-ion power battery electrolyte, and lithium battery cathode materials are all rising.
At the same time, the new energy market is in strong demand. According to data from the Passenger Federation, the wholesale sales of new energy passenger vehicles reached 317,000 in February, a year-on-year increase of 189.1% and a month-on-month decrease of 24.1%. The month-on-month decline was smaller than that in previous years. In February, the retail sales of new energy passenger vehicles reached 272,000 units, a year-on-year increase of 180.5% and a month-on-month decrease of 22.6%.
Tesla adjusted prices three times within a week for four models. On March 10, the price of Model 3 performance version, Model Y long-range version and Model Y high-performance version increased by 10,000 yuan; on March 15, the three models increased again. The price increase was expanded to 18,000 to 20,000 yuan on the previous basis. On March 17, Tesla adjusted the price of the entry-level rear-wheel drive version of the Model Y again, from 301,840 yuan to 316,900 yuan, an increase of 15,060 yuan.
Among them, Tesla’s sales in February were as high as 56,000, which was the sixth consecutive month that Tesla reached a monthly sales level of 50,000. The latest information on Tesla’s official website in China shows that when ordering Tesla-related models, it is expected that the car will not be picked up until at least June, which is longer than the delivery cycle previously shown.
On the evening of March 15, BYD officially announced that it would adjust the official guide prices for new energy models related to Dynasty.com and Haiyang.com, ranging from 3,000 yuan to 6,000 yuan.
BYD’s new energy model sales in February were about 87,000 units, a year-on-year increase of 764.1%. Among them, the sales volume of hybrid series models was 44,000 units, and the sales volume of pure electric models was 43,000 units.
In recent years, the product power of new energy vehicles has been continuously improved, and the market penetration rate has continued to increase. It can be seen that the Chinese people’s recognition of new energy vehicles is getting higher and higher, which is a good thing for both supply and demand. The price adjustment behavior of enterprises in the face of unstable factors in production and operation is understandable. The back of the company has risen again, and the buyer’s market has turned into a seller’s market, instead of finding ways to solve the shortcomings that they are facing. Such companies may only gain short-term benefits.Return to Sohu, see more
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